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Transfering Cases
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Skyler Michaels
Skyler Michaels
Well-Connected

Aug-23-2004 08:31

Ok I helped a bunch of people out with their cases. Now they are sitting in my file area. However i have to wait until they pick them up before I can start doing my cases because i'm full.

So my idea is how about making a way so I can deposite their case back into their case file after I have helped them out. This way we can still do our cases without having to wait and they get their help. like make a button that says deposite case into lets just say John Smith files or something like that. Just a thought what do you think? Basically i just think the ability to transfer their case back to them would be cool.

Replies

Dr. Falco Maltese
Dr. Falco Maltese
Well-Connected

Aug-24-2004 14:51

I wholeheartedly agree! Plus, could we mark where a case originated? Sometimes I help someone and forget whom I am supposed to mark it for. If we could see "originating agent" or "client contact" or something, it would help.

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